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Invest in SnapStrat

The value of strategic consulting sustainably delivered through software.

  • $65,000Amount raised
  • $1,000Minimum
  • $6,500,000Valuation cap

Purchased securities are not currently tradeable. Expect to hold your investment until the company lists on a national exchange or is acquired.

SnapStrat is offering securities under both Regulation D and Regulation CF through SI Securities, LLC ("SI Securities"). SI Securities is an affiliate of SeedInvest Technology, LLC, a registered broker-dealer, and member FINRA/SIPC. SI Securities will receive cash compensation equal to 7.50% of the value of the securities sold and equity compensation equal to 5.00% of the number of securities sold. Investments made under both Regulation D and Regulation CF involve a high degree of risk and those investors who cannot afford to lose their entire investment should not invest. Furthermore, the contents of the Highlights, Term Sheet sections have been prepared by SI Securities and shall be deemed broker-dealer communications subject to FINRA Rule 2210 (the “Excluded Sections”). With the exception of the Excluded Sections noted above, this profile contains offering materials prepared solely by SnapStrat without the assistance of SI Securities, and not subject to FINRA Rule 2210 (the “Issuer Profile”). The Issuer Profile may contain forward-looking statements and information relating to, among other things, the company, its business plan and strategy, and its industry. Investors should review the risks and disclosures in the offering's draft. The contents of this profile are meant to be a summary of the information found in the company’s Form C. Before making an investment decision, investors should review the company’s Form C for a complete description of its business and offering information, a copy of which may be found both here and below.


Company Highlights

  • Notable customers include Sephora, Frontier Communications, and Embraer, representing over $375k in expected revenue in 2020 (unaudited)
  • Experienced management team with decades of technology and consulting experience, including leading Bain’s West Coast IT strategy practice
  • Selected for SF Bay Area incubator The Batchery - Batch 10, March 2020
  • Notable investors include Shasta Ventures
  • Modernizing an estimated $295 billion management consulting market

Fundraise Highlights

  • Total Amount Raised: US $65,000
  • Total Round Size: US $2,500,000
  • Raise Description:  Bridge
  • Minimum Investment:  US $1,000 per investor
  • Security Type:  Crowd Note
  • Valuation Cap:  US $6,500,000
  • Offering Type:   Side by Side Offering

SnapStrat’s configurable SaaS solution puts enterprise leaders in control of their most critical decisions. We incorporate data ingestion, scenario-based decision support, and process automation to build "The Operating System" for the C-Suite.


SnapStrat empowers organizations to dramatically improve outcomes through smarter use of their data, better collaboration, and more nimble decision making. We are aiming to disrupt the old consulting model with a maintainable, responsive, agile app that gets better as the customer uses it.

"I have spent much of my career in strategy consulting helping some of the world’s top companies make better decisions. I started SnapStrat based on the belief that data science, coupled with the power of machine learning, could help decision makers improve outcomes and create massive value."

– Jonathan Stern, CEO, Founder

This concept has resonated with change-minded executives. With major implementations at Sephora (Beauty retailer: prescriptively managing $250M of marketing resource allocation, 2+ years on the platform) and Frontier Communications (Telecom: predicting and optimizing subscription optimization for >4MM cable and broadband customers), the SnapStrat team has built a platform that fits the market need and is refining the customer implementation model. While our focus early on has largely been on the needs of the CMO, the solution can scale horizontally across many functions in most industries.

SnapStrat's customers get a customized application built on the core platform. The flexible meta-data handling and low-code configuration system enables quick deployment and time-to-value, but still maps against each organizations' unique workflow and data. The ongoing SaaS subscription -- $200-300K/year depending on data/decision complexity -- includes algorithm and model review to ensure the solution adds sustained and improving value quarter after quarter.

Media Mentions

The Team

Founders and Officers

After 25+ years spent consulting at the intersection of technology and strategy, Jonathan understood the relationship between the two was more than theoretical; it had unlimited potential. He launched SnapStrat to tap that potential and help today’s decision-makers transform tomorrow.

Jonathan Stern

CEO

After 25+ years spent consulting at the intersection of technology and strategy, Jonathan understood the relationship between the two was more than theoretical; it had unlimited potential. He launched SnapStrat to tap that potential and help today’s decision-makers transform tomorrow.

Francis brings 30 years of software development, architecture, and management experience to building a long-term, robust data and analytic future to SnapStrat’s products. After selling his last effort to ETL giant, Talend, and then founding their architecture group, he has the technology vision to match SnapStrat’s aspirations.

Francis Upton IV

CTO

Francis brings 30 years of software development, architecture, and management experience to building a long-term, robust data and analytic future to SnapStrat’s products. After selling his last effort to ETL giant, Talend, and then founding their architecture group, he has the technology vision to match SnapStrat’s aspirations.

Alan Becker

Chief Product Officer

Alan has spent the last several years helping startups make their technology relevant to their customers. A former Supply Chain strategist at Apple, he brings to SnapStrat a clear understanding of the ways effective decision-making can transform a business.

Alan Becker

Chief Product Officer

Alan has spent the last several years helping startups make their technology relevant to their customers. A former Supply Chain strategist at Apple, he brings to SnapStrat a clear understanding of the ways effective decision-making can transform a business.

Key Team Members

Bryan Barber

Head of Sales and Marketing

Term Sheet

A Side by Side offering refers to a deal that is raising capital under two offering types. If you plan on investing less than US $20,000.00, you will automatically invest under the Regulation CF offering type. If you invest more than US $20,000.00, you must be an accredited investor and invest under the Regulation D offering type.

Fundraising Description

  • Round type:
    Bridge

  • Round size:
    US $2,500,000

  • Raised to date:
    US $65,000
    US $40,000 (under Reg CF only)

  • Minimum investment:
    US $1,000

  • Target Minimum:
    US $300,000
  • Key Terms

  • Security Type:
    Crowd Note

  • Conversion discount:
    20.0%

  • Valuation Cap:
    US $6,500,000

  • Interest rate:
    5.0%

  • Note term:
    24 months
  • Additional Terms

  • Custody of Shares

    Investors who invest $50,000 or less will have their securities held in trust with a Custodian that will serve as a single shareholder of record. These investors will be subject to the Custodian’s Account Agreement, including the electronic delivery of all required information.


  • Closing conditions:
    While SnapStrat has set an overall target minimum of US $300,000 for the round, SnapStrat must raise at least US $25,000 of that amount through the Regulation CF portion of their raise before being able to conduct a close on any investments below $20,000. For further information please refer to SnapStrat's Form C.

  • Regulation CF cap:
    While SnapStrat is offering up to US $2,500,000 worth of securities in its Bridge, only up to US $750,000 of that amount may be raised through Regulation CF.

  • Transfer restrictions:
    Securities issued through Regulation CF have a one year restriction on transfer from the date of purchase (except to certain qualified parties as specified under Section 4(a)(6) of the Securities Act of 1933), after which they become freely transferable. While securities issued through Regulation D are similarly considered "restricted securities" and investors must hold their securities indefinitely unless they are registered with the SEC and qualified by state authorities, or an exemption from such registration and qualification requirements is available.

  • Use of Proceeds

    Investor Perks

    $1,000 -- Quarterly investor update

    $5,000 -- Above plus annual video chat with leadership team

    $20,000 -- Above plus the official SnapStrat hoodie

    $50,000 -- Above plus 60 min one-on-one conversation with CEO and invite to board meetings

    It is advised that you consult a tax professional to fully understand any potential tax implications of receiving investor perks before making an investment.

    Prior Rounds

    This chart does not represent guarantees of future valuation growth and/or declines.

    Pre-Seed

  • Round Size
    US $800,000
  • Closed Date
    Jan 15, 2018
  • Market Landscape

    SnapStrat’s solutions sit across 3 markets: consulting, decision support tools, and digital process automation. SnapStrat’s strategy is to attack consulting with targeted solutions delivered on best-in-class decision support and digital process automation tools.

    Within the consulting space, SnapStrat will address a portion of the revenue base that is based on process optimization. In the mid-market and for secondary processes in large enterprises, SnapStrat aims to substitute for consulting. Many of the optimizations are within larger transformations, creating opportunities to partner with consultancies. Process automation and digital transformation represent some of the largest sectors within the nearly $300B management consulting industry.

    There are three major categories of competitors:

    • Consultancies: The strategy consulting firms (e.g. McKinsey, BCG) are investing in digital capabilities and partnerships. In some cases these organizations may offer process automation tools. These, however, are always integrated in a larger consulting offering, which is cost-prohibitive for much of the market.
    • Decision Support: At the high-end of the market, companies like Palantir and FICO build heavily customized, highly complex process and decisioning models. The entry level companies like Tableau and SAS provide self-serve tooling with a strong analytic focus. SnapStrat sits in the middle providing end-to-end support for low-mid complexity processes.
    • Process optimization: Process automation tools such as Wrike or Smartsheets focus on automation of simple, low value processes and do not include decision tools or enterprise class security and permissioning. Secondly, there are functional/industry vertical apps which tend to be execution, not planning, focused but will often provide some decisioning capabilities.

    Risks and Disclosures

    The Company may be unable to maintain, promote, and grow its brand through marketing and communications strategies. It may prove difficult for the Company to dramatically increase the number of customers that it serves or to establish itself as a well-known brand in the competitive consulting software space. Additionally, the product may be in a market where customers will not have brand loyalty.

    Failure to obtain new clients or renew client contracts on favorable terms could adversely affect results of operations. The Company may face pricing pressure in obtaining and retaining their clients. Their clients may be able to seek price reductions from them when they renew a contract, when a contract is extended, or when the client’s business has significant volume changes. Their clients may also reduce services if they decide to move services in-house. On some occasions, pricing pressure results in lower revenue from a client than the Company had anticipated based on their previous agreement with that client. This reduction in revenue could result in an adverse effect on their business and results of operations.

    Further, failure to renew client contracts on favorable terms could adversely affect the Company's business. The Company's contracts with clients generally run for several years and include liquidated damage provisions that provide for early termination fees. Terms are generally renegotiated prior to the end of a contract’s term. If they are not successful in achieving a high rate of contract renewals on favorable terms, their business and results of operations could be adversely affected.

    The development and commercialization of the Company’s products and services are highly competitive. It faces competition with respect to any products and services that it may seek to develop or commercialize in the future. Its competitors include major companies worldwide. The consulting software market is an emerging industry where new competitors are entering the market frequently. Many of the Company’s competitors have significantly greater financial, technical and human resources and may have superior expertise in research and development and marketing approved services and thus may be better equipped than the Company to develop and commercialize services. These competitors also compete with the Company in recruiting and retaining qualified personnel and acquiring technologies. Smaller or early stage companies may also prove to be significant competitors, particularly through collaborative arrangements with large and established companies. Accordingly, the Company’s competitors may commercialize products more rapidly or effectively than the Company is able to, which would adversely affect its competitive position, the likelihood that its services will achieve initial market acceptance and its ability to generate meaningful additional revenues from its products and services.

    The Company’s expenses will significantly increase as they seek to execute their current business model. Although the Company estimates that it has enough runway until end of year, they will be ramping up cash burn to promote revenue growth, further develop R&D, and fund other Company operations after the raise. Doing so could require significant effort and expense or may not be feasible.

    The Company projects aggressive growth in 2020. If these assumptions are wrong and the projections regarding market penetration are too aggressive, then the financial forecast may overstate the Company's overall viability. In addition, the forward-looking statements are only predictions. The Company has based these forward-looking statements largely on its current expectations and projections about future events and financial trends that it believes may affect its business, financial condition and results of operations. Forward-looking statements involve known and unknown risks, uncertainties and other important factors that may cause actual results, performance or achievements to be materially different from any future results, performance or achievements expressed or implied by the forward-looking statements.

    The Company’s Board does not keep meeting minutes from its board meetings. Though the Company is a Delaware Corporation and Delaware does not legally require its corporations to record and retain meeting minutes, the practice of keeping board minutes is critical to maintaining good corporate governance. Minutes of meetings provide a record of corporate actions, including director and officer appointments and board consents for issuances, and can be helpful in the event of an audit or lawsuit. These recordkeeping practices can also help to reduce the risk of potential liability due to failure to observe corporate formalities, and the failure to do so could negatively impact certain processes, including but not limited to the due diligence process with potential investors or acquirers. There is no guarantee that the Company’s board will begin keeping board meeting minutes.

    The Company does not have employment contracts in place with its key employees. Employment agreements typically provide protections to the Company in the event of the employee’s departure, specifically addressing who is entitled to any intellectual property created or developed by those employees in the course of their employment and covering topics such as non-competition and non-solicitation. As a result, if a key employee were to leave SnapStrat, the Company might not have any ability to prevent their direct competition or have any legal right to intellectual property created during their employment. There is no guarantee that an employment agreement will be entered into.

    The Company has not filed a Form D for its previous offering. The SEC rules require a Form D to be filed by companies within 15 days after the first sale of securities in the offering relying on Regulation D. Failing to register with the SEC or get an exemption may lead to fines, the right of investors to get their investments back, and even criminal charges. There is a risk that a late penalty could apply.

    The Company’s cash position is relatively weak. The Company currently has $33,250.61 in cash balances as of April 17, 2020. This equates to approximately one to two months of runway. The Company believes that it is able to continue extracting cash from sales to extend its runway. The Company could be harmed if it is unable to meet its cash demands, and the Company may not be able to continue operations if they are not able to raise additional funds and if they lose existing customers.

    The Company is not current with its taxes, and as a result, it has forfeited its good standing status in the state of Delaware. Loss of Good Standing could impact the Company's ability to do business, as the negative consequences potentially include: losing access to the courts, as a company that is not in good standing may not bring a lawsuit in that state until good standing is restored; tax liens; making it more difficult to secure capital or financing; losing naming rights; being subject to fines and penalties; or administrative dissolution or revocation. Although the Company confirms that this has been corrected and is currently just waiting on processing, in additional to the above consequences, the lapse of good standing may also indicate poor corporate governance or legal oversight.

    The Company has outstanding convertible debt. During 2018 and 2019, to fund operations, the Company entered into a series of contingently convertible note agreements with third parties and related parties. As of December 31, 2019, and 2018, aggregate balances on these convertible debts totaled $620,000 and $420,000, respectively. The notes bear interest at 2% per annum and matured on December 31, 2019. The convertible debts and accrued interest may not be prepaid unless approved in by a majority of the holders. The outstanding balance of these notes are in default as of December 31, 2019. During 2016 and 2017, to fund operations, the Company entered into a series of contingently convertible note agreements with related parties. As of December 31, 2019, and 2018, aggregate balances on these convertible debts totaled $200,000 and $200,000, respectively. The notes bear interest at 1% per annum and matured between August 2018 and November 2019. The convertible debts and accrued interest may not be prepaid unless approved in by a majority of the holders. The outstanding balance of these notes are in default as of December 31, 2019. Please see Exhibit B Reviewed Financials Note 3 for more information.

    The Company has engaged in related party transactions. As noted above, the Company issued convertible debt of which $500,000 and $300,000 was due to related parties at December 31, 2019 and 2018, respectively. From time-to-time, our officers may advance funds for working capital. These advances are intended to be short-term, non-interest bearing and due on demand.

    The Company has not prepared any audited financial statements. Therefore, investors have no audited financial information regarding the Company’s capitalization or assets or liabilities on which to make investment decisions. If investors feel the information provided is insufficient, then they should not invest in the Company.

    The outbreak of the novel coronavirus, COVID-19, has adversely impacted global commercial activity and contributed to significant declines and volatility in financial markets. The coronavirus pandemic and government responses are creating disruption in global supply chains and adversely impacting many industries. The outbreak could have a continued material adverse impact on economic and market conditions and trigger a period of global economic slowdown. The rapid development and fluidity of this situation precludes any prediction as to the ultimate material adverse impact of the novel coronavirus. Nevertheless, the novel coronavirus presents material uncertainty and risk with respect to the Funds, their performance, and their financial results.

    General Risks and Disclosures

    Start-up investing is risky. Investing in startups is very risky, highly speculative, and should not be made by anyone who cannot afford to lose their entire investment. Unlike an investment in a mature business where there is a track record of revenue and income, the success of a startup or early-stage venture often relies on the development of a new product or service that may or may not find a market. Before investing, you should carefully consider the specific risks and disclosures related to both this offering type and the company which can be found in this company profile and the documents in the data room below.

    Your shares are not easily transferable. You should not plan on being able to readily transfer and/or resell your security. Currently there is no market or liquidity for these shares and the company does not have any plans to list these shares on an exchange or other secondary market. At some point the company may choose to do so, but until then you should plan to hold your investment for a significant period of time before a "liquidation event" occurs. A "liquidation event" is when the company either lists their shares on an exchange, is acquired, or goes bankrupt.

    The Company may not pay dividends for the foreseeable future. Unless otherwise specified in the offering documents and subject to state law, you are not entitled to receive any dividends on your interest in the Company. Accordingly, any potential investor who anticipates the need for current dividends or income from an investment should not purchase any of the securities offered on the Site.

    Valuation and capitalization. Unlike listed companies that are valued publicly through market-driven stock prices, the valuation of private companies, especially startups, is difficult to assess and you may risk overpaying for your investment. In addition, there may be additional classes of equity with rights that are superior to the class of equity being sold.

    You may only receive limited disclosure. While the company must disclose certain information, since the company is at an early-stage they may only be able to provide limited information about its business plan and operations because it does not have fully developed operations or a long history. The company may also only obligated to file information periodically regarding its business, including financial statements. A publicly listed company, in contrast, is required to file annual and quarterly reports and promptly disclose certain events — through continuing disclosure that you can use to evaluate the status of your investment.

    Investment in personnel. An early-stage investment is also an investment in the entrepreneur or management of the company. Being able to execute on the business plan is often an important factor in whether the business is viable and successful. You should be aware that a portion of your investment may fund the compensation of the company's employees, including its management. You should carefully review any disclosure regarding the company's use of proceeds.

    Possibility of fraud. In light of the relative ease with which early-stage companies can raise funds, it may be the case that certain opportunities turn out to be money-losing fraudulent schemes. As with other investments, there is no guarantee that investments will be immune from fraud.

    Lack of professional guidance. Many successful companies partially attribute their early success to the guidance of professional early-stage investors (e.g., angel investors and venture capital firms). These investors often negotiate for seats on the company's board of directors and play an important role through their resources, contacts and experience in assisting early-stage companies in executing on their business plans. An early-stage company may not have the benefit of such professional investors.

    Representatives of SI Securities, LLC are affiliated with SI Advisors, LLC ("SI Advisors") Representatives of SI Securities, LLC are affiliated with SI Advisors, LLC ("SI Advisors"). SI Advisors is an exempt investment advisor that acts as the General Partner of SI Selections Fund I, L.P. ("SI Selections Fund"). SI Selections Fund is an early stage venture capital fund owned by third-party investors. From time to time, SI Selections Fund may invest in offerings made available on the SeedInvest platform, including this offering. Investments made by SI Selections Fund may be counted towards the total funds raised necessary to reach the minimum funding target as disclosed in the applicable offering materials.

    SnapStrat's Form C

    The Form C is a document the company must file with the Securities and Exchange Commission, which includes basic information about the company and its offering and is a condition to making a Reg CF offering available to investors. It is important to note that the SEC does not review the Form C, and therefore is not recommending and/or approving any of the securities being offered.

    Download SnapStrat's  Form C

    Frequently Asked Questions

    About Side by Side Offerings
    What is Side by Side?

    A Side by Side offering refers to a deal that is raising capital under two offering types. This Side by Side offering is raising under Regulation CF and Rule 506(c) of Regulation D.


    What is a Form C?

    The Form C is a document the company must file with the Securities and Exchange Commission (“SEC”) which includes basic information about the company and its offering and is a condition to making a Reg CF offering available to investors. It is important to note that the SEC does not review the Form C, and therefore is not recommending and/or approving any of the securities being offered.

    Before making any investment decision, it is highly recommended that prospective investors review the Form C filed with the SEC (included in the company's profile) before making any investment decision.


    What is Rule 506(c) under Regulation D?

    Rule 506(c) under Regulation D is a type of offering with no limits on how much a company may raise. The company may generally solicit their offering, but the company must verify each investor’s status as an accredited investor prior to closing and accepting funds. To learn more about Rule 506(c) under Regulation D and other offering types check out our blog and academy.


    What is Reg CF?

    Title III of the JOBS Act outlines Reg CF, a type of offering allowing private companies to raise up to $1 million from all Americans. Prior capital raising options limited private companies to raising money only from accredited investors, historically the wealthiest ~2% of Americans. Like a Kickstarter campaign, Reg CF allows companies to raise funds online from their early adopters and the crowd. However, instead of providing investors a reward such as a t-shirt or a card, investors receive securities, typically equity, in the startups they back. To learn more about Reg CF and other offering types check out our blog and academy.


    Making an Investment in SnapStrat
    How does investing work?

    When you complete your investment on SeedInvest, your money will be transferred to an escrow account where an independent escrow agent will watch over your investment until it is accepted by SnapStrat. Once SnapStrat accepts your investment, and certain regulatory procedures are completed, your money will be transferred from the escrow account to SnapStrat in exchange for your securities. At that point, you will be a proud owner in SnapStrat.


    What will I need to complete my investment?

    To make an investment, you will need the following information readily available:

    1. Personal information such as your current address and phone number
    2. Employment and employer information
    3. Net worth and income information
    4. Social Security Number or passport
    5. ABA bank routing number and checking account number (typically found on a personal check or bank statement)

    If you are investing under Rule 506(c) of Regulation D, your status as an Accredited Investor will also need to be verified and you will be asked to provide documentation supporting your income, net worth, revenue, or net assets or a letter from a qualified advisor such as a Registered Investment Advisor, Registered Broker Dealer, Lawyer, or CPA.


    How much can I invest?

    An investor is limited in the amount that he or she may invest in a Reg CF offering during any 12-month period:

    • If either the annual income or the net worth of the investor is less than $100,000, the investor is limited to the greater of $2,000 or 5% of the lesser of his or her annual income or net worth.
    • If the annual income and net worth of the investor are both greater than $100,000, the investor is limited to 10% of the lesser of his or her annual income or net worth, to a maximum of $100,000.

    Separately, SnapStrat has set a minimum investment amount of US $1,000.

    Accredited investors investing $20,000 or over do not have investment limits.


    After My Investment
    What is my ongoing relationship with the Issuer?

    You are a partial owner of the company, you do own securities after all! But more importantly, companies which have raised money via Regulation CF must file information with the SEC and post it on their websites on an annual basis. Receiving regular company updates is important to keep shareholders educated and informed about the progress of the company and their investment. This annual report includes information similar to a company’s initial Reg CF filing and key information that a company will want to share with its investors to foster a dynamic and healthy relationship.

    In certain circumstances a company may terminate its ongoing reporting requirement if:

    1. The company becomes a fully-reporting registrant with the SEC
    2. The company has filed at least one annual report, but has no more than 300 shareholders of record
    3. The company has filed at least three annual reports, and has no more than $10 million in assets
    4. The company or another party purchases or repurchases all the securities sold in reliance on Section 4(a)(6)
    5. The company ceases to do business

    However, regardless of whether a company has terminated its ongoing reporting requirement per SEC rules, SeedInvest works with all companies on its platform to ensure that investors are provided quarterly updates. These quarterly reports will include information such as: (i) quarterly net sales, (ii) quarterly change in cash and cash on hand, (iii) material updates on the business, (iv) fundraising updates (any plans for next round, current round status, etc.), and (v) any notable press and news.


    How can I sell my securities in the future?

    Currently there is no market or liquidity for these securities. Right now SnapStrat does not plan to list these securities on a national exchange or another secondary market. At some point SnapStrat may choose to do so, but until then you should plan to hold your investment for a significant period of time before a “liquidation event” occurs. A “liquidation event” is when SnapStrat either lists their securities on an exchange, is acquired, or goes bankrupt.


    How do I keep track of this investment?

    You can return to SeedInvest at any time to view your portfolio of investments and obtain a summary statement. If invested under Regulation CF you may also receive periodic updates from the company about their business, in addition to monthly account statements.


    Other General Questions
    What is this page about?

    This is SnapStrat's fundraising profile page, where you can find information that may be helpful for you to make an investment decision in their company. The information on this page includes the company overview, team bios, and the risks and disclosures related to this investment opportunity. If the company runs a side by side offering that includes an offering under Regulation CF, you may also find a copy of the SnapStrat's Form C. The Form C includes important details about SnapStrat's fundraise that you should review before investing.


    How can I (or the company) cancel my investment under Regulation CF?

    For offerings made under Regulation CF, you may cancel your investment at any time up to 48 hours before a closing occurs or an earlier date set by the company. You will be sent a reminder notification approximately five days before the closing or set date giving you an opportunity to cancel your investment if you had not already done so. Once a closing occurs, and if you have not canceled your investment, you will receive an email notifying you that your securities have been issued. If you have already funded your investment, your funds will be promptly refunded to you upon cancellation. To cancel your investment, you may go to your account's portfolio page by clicking your profile icon in the top right corner.


    What if I change my mind about investing?

    If you invest under any other offering type, you may cancel your investment at any time, for any reason until a closing occurs. You will receive an email when the closing occurs and your securities have been issued. If you have already funded your investment and your funds are in escrow, your funds will be promptly refunded to you upon cancellation. To cancel your investment, please go to your account's portfolio page by clicking your profile icon in the top right corner.